Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand
While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually...
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Matahari Dept Placement: Well Known Indo Consumer Name, Now at Discount
PT Matahari Department Store's shareholders are placing shares worth US$159m. The deal scores well in our Smartkarma Placement Framework. The...
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Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
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